Displaying and Printing Additional Information

The X12 837 EDI file format allows for much more information than fits on a paper form. The creators of the 837 standard included many health care business scenarios besides only a professional or institutional environment. The 837 has segments for ambulance billing, Chiropractic care, home oxygen therapy, home health care, repricing information and a variety more. In addition the 837 has a much finer resolution to express complicated COB situations with several payers. The information in those segments is usually not displayed on the standard paper forms. For this reason the HIPAA Claim Master comes with additional pages that aim to display every possible piece of information that an 837 can contain.

 

The HIPAA Claim Master checks each claim for the existence of those special segments. You will see additional buttons in the claim view window to alert you of their existence. By clicking on "Addl" or "COB" the screens to display this information will show. Page through buttons will also show, if this information does not fit on one page.


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Understanding Types of Additional Information

The 837 P and 837 I can contain different pieces of additional information which is expressed through the following segments. The HIPAAsuite parsing engine catches and stores each bit of information.

837 P

The 837 P can contain...

On the claim level:

Loop 2010AB — Pay-To Provider's Information (Pay-To Address in 5010)
Loop Loop 2010AC — Pay-To Plan
Loop 2010BC — Responsible Party
Loop 2010BD — Credit Card Holder
Loop 2000B — Additional Subscriber Information
Loop 2000C — Additional Patient Information
Loop 2310A — Referring Provider's Information
Loop 2310B — Rendering Provider's Information
Loop 2310C — Purchased Service Provider
Loop 2310D — Service Facility (2310C in 5010)
Loop 2310E — Supervising Physician (2310D in 5010)
Loop 2310E — Ambulance Pick-up Location (5010)
Loop 2310F — Ambulance Drop-off Location (5010)
Loop 2420 — Line Level Providers
Loop 2300 — Additional Claim Information (DTP,REF,AMT etc.)
Segment K3 File Information
Segment PWK — Paperwork
Segment NTE — Notes
Segment HI*BF — Additional Diagnosis Codes
Segment HI*BP/BO — Anesthesia Related Procedure Codes
Segment HI*BG — Condition Codes
Segment CN1 — Contract Information
Segment CR1 — Ambulance Transport Information
Segment CR2 — Spinal Manipulation
Segment CR5 — Home Oxygen Therapie Info
Segment CRC — Certificates, Conditions etc.
Segment HCP — Repricing Information
Segment CR7 — Home Healthcare Plan Information
Segment HSD — Health Service Delivery

On the line level:

Segment K3 File Information LineLevel
Segment CRC — Certificates, Conditions Linelevel
Segment QTY — Ambulance Patient Count, Anesthesia Add.Units Linelevel
Loop 2420 — Line Level Providers
Segment PWK — Paperwork Linelevel
Segment HCP — Repricing Information Linelevel
Segment HSD — Health Service Delivery Linelevel
Segment PS1 Purchased Services Information Linelevel
Segment MEA — Test Results Linelevel
Loop 2440 Form Identification Code Linelevel
Segment NTE — Notes LineLevel
Segment CR2 — Spinal Manipulation Linelevel//[CHF 11-21-2011 *139]
Segment CR1 — Ambulance Info Linelevel
Segment CN1 — Contract Info Line
Segment CR3 — DMERC — Line only
Loop 2410 Drug Information Linelevel
Loop 2400 — Additional Claim Information Linelevel(DTP,REF,AMT etc.)

 

 

837 I

The 837 I can contain...

On the claim level:

EDI_Envelope: ISA — GS — ST — BHT
Loop 2000A — Billing Provider's Information
Loop 2010AB — Pay-To Provider's Information (Pay-To Address in 5010
Loop 2010AC — Pay-To Plan
Loop 2010BD — Credit Card Holder
Loop 2000B — Additional Subscriber Information
Loop 2000C — Additional Patient Information
Loop 2310A — Attending Physician's Information
Loop 2310B — Operating Physician's Information
Loop 2310C — Other Physician's Information
Loop 2310D — Rendering Provider's Information (5010
Loop 2310E — Service Facility
Loop 2310F — Reffering Provider's Information (5010)
Loop 2300 — Additional Claim Information (DTP,REF,AMT etc.)
Segment K3 2300 — K3 File Information
Segment PWK — PWK — Paperwork
Segment NTE 2300 — NTE   Notes
Segment NTE 2400 — NTE — Notes Linelevel
Segment HI*BF — HI*BF — Diagnosis Codes
Segment HI*BN — HI*BN — E — Codes
Segment HI*DR — HI*DR — Diagnosis Related Codes
Segment HI*BI — HI*BI — Occurrence Span Codes
Segment HI*BH — HI*BH — Occurrence Codes
Segment HI*BE — HI*BE — Value Codes
Segment HI*BG — HI*BG — Condition Codes
Segment HI*TC — HI*TC — Treatment Codes
Segment HI*BQ/BO — HI*BQ/BO — Procedure Codes
Segment QTY — QTY — Claim Quantity
Segment CN1 — CN1 — Contract Info
Segment CRC — CRC — Certificates, Conditions
Segment HCP — HCP — Repricing Information
Segment CR7 — CR7 — Home Healthcare Plan Information
Segment HSD — HSD — Healthcare Service Delivery
Segment CR6 — CR6 — Home HealthCare Information

On the line level:

Loop 2400 — Additional Claim Information Linelevel(DTP,REF,AMT etc.)
Loop 2410 — Drug Information
Loop 2420 — Line Level Providers
Segment HCP — Repricing Information Linelevel
Segment HSD — Healthcare Service Delivery Linelevel
Segment CN1 — Contract Info Linelevel
Segment CRC — Certificates, Conditions Linelevel
Segment PWK 2400 — PWK — Linelevel

 

837 D

The 837 D can contain...

On the claim level:

Loop 2000A Additional Billing Provider's Information
Loop 2010AB Additional Pay-To Provider's Information
Loop 2010BC — Credit Card Holder
Loop 2000B — Additional Subscriber Information
Loop 2000C — Additional Patient Information
Loop 2310A — Referring Provider's Information
Loop 2310B — Rendering Provider's Information
Loop 2310C — Service Facility's Information
Loop 300 — Additional Claim Information (DTP, REF, AMT etc.)
PWK Claim Supplemental Information
NTE Claim Note
HCP Claim Pricing/Repricing Information

On the line level:

Loop 2400 — Additional Claim Information Line level(DTP, REF, AMT etc.)
NTE Claim Note
DN2 — Tooth Status
HCP Line Pricing/Repricing Information
Loop 2420 — Line Level Providers

 

837 R

The 837 R can contain...

On the claim level:

Loop Service Provider's Information
Loop 2000B — Additional Subscriber Information
Loop 2000C — Additional Patient Information
Loop 2310A — Attending Provider's Information
Loop 2310B — Operating Provider's Information
Loop 2310C — Other Physician's Information
Loop 2310D — Rendering Provider's Information
Loop 2310F — Referring Provider's Information
Loop 2300 — Additional Claim Information (DTP, REF, AMT etc.)
K3 — File Information
PWK Claim Supplemental Information
NTE Claim Note
HI*BF — Diagnosis Codes
HI*BN — E Codes
HI*DR — Diagnosis Related Codes
HI*BQ/BO — Procedure Codes
HI*BI — Occurrance Span Codes
HI*BH — Occurrance Codes
HI*BE — Value Codes
HI*BG — Condition Codes

On the line level:

Loop 2400 — Additional Claim Information Linelevel(DTP, REF, AMT etc.)
Segment NTE Claim Note
Loop 2410 — Drug Information
Loop 2420 — Line Level Providers

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Configuring Additional Info Pages

To configure the additional information pages options, select Setup arrow Additional Info Pages in the main menu.

configure-additional
The "Configuring Additional Info Pages" menu

The following screen will appear.

additional
The "Additional Information Page Configuration" window

 

You can configure the following options:

Professional Claim
Institutional Claim
Dental Claim
Reporting Claim

Once you have finished editing the options, click "Save."

 

Below you can see screen-shots of the tabs.

additional1
The "Institutional Claim" tab

 

add
The "Dental Claim" tab

 

add0
The "Reporting Claim" tab


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Displaying Addl Info

The HIPAA Claim Master checks for additional information every time a claim is displayed or printed. Should the claim contain one of the above mentioned segments, you will see the button "Addl Info" enabled.

 

addl1
The "Addl Info" button enabled

The arrow buttons indicate that several pages of claim information are available.

Click on the "Addl Info" button to show the additional information as shown on the following screen-shot.

addi
Additional Claim information

The HIPAA Claim Master displays every element of a specific segment. Sometimes only the HIPAA codes are displayed, often they are translated into their descriptions. If you need to find out about these codes, please consult the 837 implementation guide.

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Displaying COB

COB information can be very complex within the 837:

Multiple payments of
Multiple lines, which contain
Multiple adjustments, done by
Multiple payers

...can be tracked in the nested structure of an 837. To display such a nested structure is a daunting task, as you can imagine. I still recommend that you fully understand the nesting of COB data.

On the Claim level, we find additional payers in the 2320 loops. Within the 837 EDI file, adjudication information is stored in either CAS segments or the Medicare, MIA (inpatient) and MOA (outpatient) segments. Specific amounts are similarly stored in the AMT segments. On the line level, each line can contain up to 25 different adjudication actions; SVD segments, which identify the payer and their amounts. Adjudication information is then written in multiple CAS segments and optionally, in the DTP segment, the adjudication date.

If the HIPAA Claim Master finds that a claim lists several payers, the claim preview screen will display the "COB" button.

cob

The "COB Info" button

Click this button, and the following display appears:

cob1
Information about additional payers

Each payer is in one block. Any claim level adjudication will be displayed, listing adjustment group and adjustment reason.

Line level information is displayed on the following pages.

cob2
COB information on the line level

Notice the nested structure of the display. For each line, we see a recap of the line information, followed by payer information and possibly several lines of adjudication information.

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Displaying Document Info

The EDI envelope contains information about the transaction set, the sender, the receiver, dates and other pieces that are not printed on medical forms.

1. Select Forms arrow Document Info in the main menu.

doc-info
The "Document Info" menu
2. The following screen will be displayed.

doc-info1
Displaying the EDI envelope information

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Printing Blank Forms

Follow the instructions below to print a blank form.

Select the "Forms" menu.

form
The "Form" menu and its sub-menus

Select one of the following claim forms that the HIPAA Claim Master can display:

HCFA-1500
CMS-1500 (0805 NPI)
CMS-1500 (0212 NPI)
UB 92
UB 04 (NPI)
ADA 2000
ADA 2004
ADA 2006 (NPI)

Clicking on this menu displays a blank form depending on the choice of claim type. This form can be sent to the Printer by clicking on the "Print" button.

print
Display of a blank ADA 2000 form

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